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MCP servers tagged personal-finance
16 live MCP servers tagged "personal-finance", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with personal-finance.
Copilot Money MCP
MCP server for Copilot Money App - AI powered personal finance queries using local data
Ezbookkeeping
A lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features.
BeeCount
Local-first bookkeeping for iOS/Android/Web · Self-hosted cloud + iCloud/WebDAV/S3 sync · AI capture · MCP | 本地优先的跨端记账 · 自建云 + iCloud/WebDAV/S3 同步 · AI 记账 · MCP
Beanquery MCP
Beancount MCP Server is an experimental implementation that utilizes the Model Context Protocol (MCP) to enable AI assistants to query and analyze Beancount ledger files using Bea…
Firefly Iii MCP Server
MCP server for Firefly III personal finance manager API integration
Fireflyiii
MCP server for Firefly III personal finance manager
Server For Ynab
Local MCP server for YNAB budget operations
Expense Tracker MCP
A production-ready Expense Tracker MCP Server built with FastMCP, SQLAlchemy, Alembic, and SQLite, enabling AI assistants to manage expenses through the Model Context Protocol.
Zenmoney MCP
MCP server wrapping the ZenMoney personal finance API
Quicken MCP Server
A python based mcp server (with embedded duckdb) to interact with Quicken data via an LLM Client.
partymola/monzo-mcp
text search, and spending analysis with category breakdowns.
Wealthsimple MCP
Unofficial MCP server exposing the Wealthsimple Help Center to AI agents — 7 typed tools, public Zendesk JSON API only. No scraping, no auth, no account data. TypeScript + Zod-val…
Ynab CLI
AI-agent-first YNAB CLI with stable JSON I/O and a companion local MCP server.
haiiibin/acb-tax-mcp
mcp`.
disin7c9/asset-management
only tools it reports rather than recomputes; publishes a `portfolio://guarantees` trust manifest.
finlynq/finlynq
host with Docker + PostgreSQL or use the managed cloud.